Q1 2025 Jyothy Labs Ltd Earnings Call Transcript
Key Points
- Jyothy Labs Ltd (BOM:532926) reported an 8% revenue growth in value terms and 10.8% in volume terms for Q1 FY25.
- EBITDA margin improved to 18% from 17.1% in the same period last year.
- Net profit grew by 5.7%, despite a one-off gain in the previous year's quarter.
- The company has a debt-free balance sheet and a healthy cash position, empowering future growth.
- All segments, including Fabric Care, Dishwash, Household Insecticides, and Personal Care, reported positive growth.
- The gap between value and volume growth is due to increased grammages and select SKU price cuts.
- Household Insecticides segment sales increased by only 2%, impacted by extreme summer conditions in core markets.
- The dividend payout ratio has decreased from 60% to 35%, raising concerns about capital allocation.
- There is intense competition in the detergent and Fabric Care portfolio, requiring significant investment in distribution and marketing.
- The company is not planning any price increases in the near term, which may impact margins if raw material prices rise.
Ladies and gentleman. Good day and welcome to Jyothy Labs Q1 FY25 conference call hosted by ICICI Securities. (Operator instructions) Please note that this conference is being recorded.
I now hand the conference over to Karan Bhuwania from ICICI Securities. Thank you, and over to you sir.
Hi good afternoon, everyone. It's our pleasure at ICICI to host Q1 FY25 results conference call of Jyothy Labs. From the management, we have Mr. M.R Jyothy, Chairperson and Managing Director; and Mr. Sanjay Agarwal, Chief Financial Officer.
I'll hand over the call to the management for the opening remarks, post which we can focus on Q&A. Thank you.
Thank you, Karan, and good afternoon, everyone. I welcome you all to the conference call of Jyothy Labs to discuss the financial performance of quarter one FY25. The results and investor presentations are available on the stock exchange and our company's website. I
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